What Does It Look Like When You Outsource Bookkeeping to Us?

What Does It Look Like When You Outsource Bookkeeping to Us?

If you’re thinking about outsourcing your bookkeeping to us, you might be wondering how it all works. What does it look like, what happens when, and who does what? Step 1: Meeting and Agreeing on a Proposal The first step of outsourcing your bookkeeping to us is to meet with Toni and agree on a plan together. We have a standard procedure for setting up new clients, but we know that every business has its own unique needs. Tell us your needs, and together we can assess the scope of the set-up job. Once an agreement is reached, we will…
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Tax Returns Extended

Twitter, news headlines and the President just said taxes are going to be extended to July 15th 2020. Guidance has been issued confirming that taxes and tax returns due 4/15/2020 are extended to July 15th, 2020. Will you still prepare our tax return by April 15th? It depends on when you sent in your information/organizer: we are still working - just not so frantically; we are working through the queue in the order we received completed organizers. As you can imagine right now the stress levels are really high. We are still working and will keep working, but we will…
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How to Know When You Need an Accountant

How to Know When You Need an Accountant

https://youtu.be/A2gsOZpCSUM If you’ve been running your own business for awhile, you’ve seen and experienced many of its challenges and obstacles. Being a business owner is not like being an employee because you’re the “everything person.” If you don’t have employees, then you’re the administrative assistant, marketer, salesperson, chief of R&D, purchasing agent, IT person, strategist, auditor, and bookkeeper, among other things. Even if you do have employees, chances are still high that you’re wearing multiple “hats.”. Is it time to do some outsourcing? We won’t speak to all of the “hats” you might be wearing, but we can certainly help…
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